See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,478 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $25,439 |
EBETHAR WHITEHEAD CPA'S2 years Service code 10 · EIN 61-2616366 | Accounting | $10,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,440 | $49,451+58.6% | $79,550-1.4% | $66,914+17.2% |
| Participation rate | 63.8% | 61.3%+2.4pp | 69.5%-5.7pp | 69.8%-6.0pp |
| Annual return | -19.18% | 84.25%-103.4pp | 0.16%-19.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,329 | $1,266+84.0% | $2,413-3.5% | $2,544-8.5% |
| Participant deferral / active EE | $3,710 | $3,159+17.4% | $3,985-6.9% | $4,237-12.4% |
| Admin fee / account holder | $371 | $595-37.7% | $6,832-94.6% | $593-37.5% |